Shortlist 2025

Building Society of the Year
Buckinghamshire Building Society
Chorley Building Society
Melton Building Society
Saffron Building Society
Skipton Building Society
The Cambridge Building Society
Yorkshire Building Society

Bank of the Year
Judges Decision - Announced on the night

Financial Adviser Award Micro Firm of the Year
Britannic Place Financial Management
BTJ Mortgages
Compound Wealth Planning
Greystone
Guildford Financial
Ideal Financial Management Ltd
Money Honey Financial Planning
Strategic Wealth Partners
The Orchard Practice
Velocity Financial Planning

Financial Adviser of the Year Small to Medium Firm of the Year
Age Partnership
bdhSterling
Bespoke-Advice
Celtic Financial Planning
Cheltenham Independent Financial Advisers
Equity Release Group
HCI Chartered Financial Planners
Intelligent Pensions
Kingsfleet
Montgomery Charles Wealth Management
Phil Anderson Financial Services
Sylvan Financial Management
Westminster Wealth Management

Financial Adviser Award Medium to Large Firm of the Year
Judges Decision - Announced on the night

Innovation in Consumer Finance Award
CredAbility
Gretel
Hargreaves Lansdown
MyFinanceFuture

Mortgage Provider of the Year
Bank of Ireland
Beverley Building Society
Buckinghamshire Building Society
Chorley Building Society
Mayflower Mortgage and Finance
Saffron for Intermediaries
The Cambridge Building Society

Mortgage Adviser or Broker of the Year
BTJ Mortgages
Kerr & Watson
Mojo Mortgages
SPF Private Clients
The Orchard Practice

Equity Release Lender of the Year
LiveMore Mortgages
Pure Retirement
Royal London Equity Release

Micro Wealth Management Firm of the Year
Britannic Place Financial Management
Greystone
Ideal Financial Management Ltd
The Orchard Practice
Velocity Financial Planning

Small to Medium Wealth Management Firm of the Year
bdhSterling
Bordier UK
EQ Investors
Kingsfleet
Rowley Turton
Tweed Wealth Management
Wealthify
Westminster Wealth Management

Medium to Large Wealth Management Firm of the Year
Fisher Investments UK
Schroders Personal Wealth
St. James’s Place

Best IHT Portfolio Service
Judges Decision - Announced on the night

Savings Account Provider of the Year
Hargreaves Lansdown (Active Savings)
Melton Building Society
Skipton Building Society
Wealthify

ISA Provider of the Year
Buckinghamshire Building Society
Cynergy Bank
Hargreaves Lansdown
interactive investor
Shepherds Friendly
Wealthify
Wesleyan Assurance Society

Specialist Investment Fund or Provider of the Year
Fundhouse
Greystone

Loan Provider of the Year
Judges Decision - Announced on the night

Pension Provider of the Year
interactive investor
iPensions Group
Standard Life

Money Transfer Provider of the Year
Affinity Exchange
Currencies Direct
Eris FX
eurochange
Lumon
TorFX

Insurance Provider of the Year
British Seniors
Scottish Widows
Smart Insurance
Standard Life
Yorkshire Building Society
Zurich

Marketing Campaign of the Year
Pepper Money
Saffron for Intermediaries
Shepherds Friendly
Yorkshire Building Society

Consumer Champion of the Year - Individual
Helen Dewdney, Consumer Champion, The Complaining Cow
Peter Hamilton, Head of Market Engagement, Zurich
Nathan Long, Senior Policy Analyst, Hargreaves Lansdown
Duncan Stevens, Founder & CEO, Gretel

Consumer Champion of the Year - Company
Fundhouse
Gretel
Money Wellness
Westminster Wealth Management

Ethical Financial Services Provider of the Year
Kingsfleet
Phoebus Software

Best Charity Partnership of the Year
Hargreaves Lansdown Charitable Foundation
Kingsfleet Community Fund
Schroders Personal Wealth & Alzheimer’s Research UK
The Cambridge Building Society Community Fund
The Verve Foundation
Zurich Charitable Trust

Diversity Award
Bank of Ireland
Schroders Personal Wealth
Standard Life
The Verve Foundation
Zurich

Technology Provider of the Year
360 Lifecycle
Behavioural Finance
EXANTE
Finova
Gretel
Heywood & Money Alive
Knowledge Bank
Morningstar Wealth
Mortgage Brain
Phoebus Software
Pulse
Qover
SmartSearch
Third Financial
Timeline

Sustainability Initiative of the Year
Bespoke-Advice
Mortgage Advice Bureau
The Cambridge Building Society
Trammell Crow Company
Wesleyan Assurance Society

Later Life Lender of the Year
LiveMore Mortgages
Pure Retirement